{"product_id":"us-expat-tax-filing-os","title":"US Expat Tax Filing OS","description":"\u003cp\u003eIf you are one of the roughly 9 million Americans living abroad, tax season is a scramble to remember which accounts crossed which threshold. This is a year-round prep system that keeps it organized as you go. Every dollar threshold links straight to IRS.gov, so nothing here goes stale when the numbers change.\u003c\/p\u003e\n\u003cp\u003eUsed well, it trims the part of a CPA bill you are paying for organizing, or it lets you self-file the DIY-able pieces with a clear head. The strategy calls still belong to a professional.\u003c\/p\u003e\n\n\u003ch3\u003eWhat is in the drawer\u003c\/h3\u003e\n\u003cp\u003eA connected set of trackers and decision tools, the AI scaffolding to work through them, and a full setup from Wren.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eDigital Workspaces (Notion)\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eForeign account aggregator that sums all foreign accounts and flags the FBAR $10k threshold automatically.\u003c\/li\u003e\n\u003cli\u003eFATCA Form 8938 threshold tracker that links to IRS for the current thresholds (they vary by filing status and where you live).\u003c\/li\u003e\n\u003cli\u003eFEIE-vs-FTC decision rubric with a year-side-by-side view.\u003c\/li\u003e\n\u003cli\u003ePhysical Presence Test day counter for the 330-day rule.\u003c\/li\u003e\n\u003cli\u003ePFIC identifier that flags foreign mutual funds, UCITS, and ETFs that can trigger Form 8621.\u003c\/li\u003e\n\u003cli\u003eState residency severance tracker for the sticky states (CA, VA, NM, SC, NY).\u003c\/li\u003e\n\u003cli\u003eCPA-handoff package generator: a pre-formatted summary your CPA drops into their software.\u003c\/li\u003e\n\u003cli\u003eTreaty quick-lookup with 12 countries pre-seeded, each linking to the IRS treaty page.\u003c\/li\u003e\n\u003cli\u003eStreamlined Compliance pathway notes for taxpayers behind on filings, with a link to the current IRS eligibility page.\u003c\/li\u003e\n\u003cli\u003eRenunciation and Covered Expatriate caution section with a specialist link.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eAI Scaffolding\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e5 AI body-double prompts: foreign-account summary, FEIE\/FTC decision, CPA-handoff critique, Streamlined non-willful certification draft, and a CA residency severance check.\u003c\/li\u003e\n\u003cli\u003eAI Access Checklist with 10 tax-specific categories and strong redaction guidance.\u003c\/li\u003e\n\u003cli\u003eAn AI integration setup PDF with explicit SSN-redaction guidance.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003ePrint \u0026amp; Editable Files\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eCanva editable companion you can adapt to your own situation.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eGuidance \u0026amp; Support\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eWelcome PDF from Wren.\u003c\/li\u003e\n\u003cli\u003eStep-by-step quickstart, 4-6 minutes.\u003c\/li\u003e\n\u003cli\u003e30-Day Wren Email Support, 48-hour response.\u003c\/li\u003e\n\u003cli\u003eLifetime Updates, with a quarterly refresh when IRS thresholds change.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eWhy this drawer exists\u003c\/h3\u003e\n\u003cp\u003eExpat tax is not hard because the math is hard. It is hard because the pieces are scattered across accounts, years, and two tax systems, and the numbers move every season. This is built to hold all of it in one place without overwhelming you.\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eOne home for every account, threshold, and day count, so nothing lives only in your head.\u003c\/li\u003e\n\u003cli\u003eVolatile numbers link out to IRS.gov instead of being embedded, so the tool stays correct over time.\u003c\/li\u003e\n\u003cli\u003eDecisions are framed as side-by-side rubrics, not walls of tax prose.\u003c\/li\u003e\n\u003cli\u003eThe handoff package is pre-formatted, so the CPA conversation starts from organized data.\u003c\/li\u003e\n\u003cli\u003eRedaction reminders sit right next to the AI prompts, so your SSN never goes where it should not.\u003c\/li\u003e\n\u003cli\u003eThe state tail is tracked on purpose, because that is where half the \"I thought I moved out\" surprises come from.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eWhat this is not\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eThis is not tax, financial, or legal advice, and it is not a substitute for a CPA, an Enrolled Agent, or a tax attorney. Engage a professional with international experience for actual filing.\u003c\/li\u003e\n\u003cli\u003eThis does not draft or file anything. It does not prepare Form 1040, 2555, 1116, 8938, 8621, or your FBAR. You organize. They file.\u003c\/li\u003e\n\u003cli\u003eThis is not a PFIC strategy tool. Mark-to-market vs QEF election is a professional call.\u003c\/li\u003e\n\u003cli\u003eThis does not give state-specific rulings. State residency rules vary; consult a CA, VA, NM, SC, or NY tax professional for severance complexity.\u003c\/li\u003e\n\u003cli\u003eThis does not advise on renunciation. That is a serious and often irreversible decision; talk to a specialist before deciding.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eResources I would hand a friend at the kitchen table\u003c\/h3\u003e\n\u003cp\u003e\u003cem\u003e(No affiliate links)\u003c\/em\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003ca href=\"https:\/\/www.irs.gov\/individuals\/international-taxpayers\"\u003eIRS - International Taxpayers\u003c\/a\u003e - the official master overview.\u003c\/li\u003e\n\u003cli\u003e\n\u003ca href=\"https:\/\/www.irs.gov\/forms-pubs\/about-publication-54\"\u003eIRS Publication 54\u003c\/a\u003e - the canonical reference, and where to verify the current FEIE amount each season.\u003c\/li\u003e\n\u003cli\u003e\n\u003ca href=\"https:\/\/bsaefiling.fincen.treas.gov\/\"\u003eFinCEN BSA E-Filing\u003c\/a\u003e - where the FBAR (FinCEN Form 114) is actually filed, separate from your 1040.\u003c\/li\u003e\n\u003cli\u003e\n\u003ca href=\"https:\/\/www.irs.gov\/individuals\/international-taxpayers\/streamlined-filing-compliance-procedures\"\u003eIRS Streamlined Filing Compliance Procedures\u003c\/a\u003e - the non-penalty path if you are genuinely behind.\u003c\/li\u003e\n\u003cli\u003e\n\u003ca href=\"https:\/\/hodgen.com\"\u003ePhil Hodgen's blog\u003c\/a\u003e - deep, plain-spoken expertise on renunciation and the Exit Tax.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eThe Fine Print\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eRefunds:\u003c\/strong\u003e 30 days, no questions. Simply reply to your purchase email with the word \"refund\" or email wren@templatedrawer.com, and I will process it within 24 hours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eDisclaimer:\u003c\/strong\u003e Template Drawer products are organizational workflow tools. They do not constitute legal, medical, or financial advice. Use alongside certified professionals. SIA Cyber Unicorn 40203002129.\u003c\/li\u003e\n\u003c\/ul\u003e\n","brand":"Template Drawer","offers":[{"title":"Default Title","offer_id":57620367081820,"sku":"C6-31-SOLO","price":29.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1012\/0927\/6764\/files\/td-c6-31__cover_95614abe-4138-450e-8370-2ffbc69562d4.png?v=1778542413","url":"https:\/\/templatedrawer.com\/products\/us-expat-tax-filing-os","provider":"Template Drawer","version":"1.0","type":"link"}